Investment Q&A

Q: Please comment CGI 's results. I am a long time holder and wondering if it's a hold or I could buy more. Thank you

Q: Would like your thoughts on this company ---seems to have new technology ---small --? take over target - has some big names on Board . ---Your thought as to risks --outlook for this company
Thanks ---Don

Q: Newly listed US company (AQ Aquantia) and cannot find any info. Are you able to help here? Thanks.

Q: What is your view of this company. It seems to be on an uptrend though currently no eps.

Q: I have a recollection that about a month or two ago you suggested a company engaged in artificial intelligence that would be a cheaper alternative to Nvidia. Can you remind me of the name of this company? Thanks.

Q: What do you think of the recent earnings. Looks exellent to me. Would you add to this position on the earnings report?

Q: What is your view on Mitel after its Q3 report and do you know the ROE for the company? Thank you.

Q: What are your current thoughts on this small cap going forward. Buy?

Q: Do you have any update on Poet Technologies? I've heard that they may be getting some grant money from the government of India for a plant in that country (?)

Has their balance sheet improved over the last year? Is there enough insider ownership to give you any kind of level of comfort?

Q: Hi team,
New website looks great; cleaner and simpler to use. I own two of the FAANG stocks; FB and GOOG. I am overweight FB, but I don’t always trim my winners unless I see heightened risk going forward. Anyway, all FAANG stocks that reported earnings in past week or so, plus MSFT, crushed earnings. All FAANG and MSFT got some nice price gains and held those gains. FB did not and they had a blow-out quarter. It seems every quarter Zuckerberg warns of upcoming big spending on the next big issue. One quarter it was video. This quarter it is the need for much tighter security on ads with all the fuss about fake news and the Russians trying to influence the election. FB and GOOG have been dragged before Congressional committees, although FB seems to be getting most of the heat. FB has said it will hire another 10,000 employees to vet ads and stories for authenticity.
What is your view of FB going forward from here? What is the likelihood that Congress would come down hard on FB (and GOOG) and maybe regulate parts of their businesses? Or will Zuckerberg be able to deflect all this heat with the measures he is taking and FB’s earnings will power ahead without missing a beat?
thanks again,
dave

Q: I bought QCOM a couple of months ago with the intention of holding this longterm for the dividend. In light of the potential takeover by Broadcom, what should I do now and/or if/when it gets taken over? If I have to find a replacement, which US tech-sector stock would you endorse for a generous, stable dividend (preferably >3% if possible) and modest growth, for a longterm hold?

Q: I am holding shares in ACIA. Do you see any future in this company 1 year out, or should I sell now.

Q: I quote from the latest release, "Professional services revenue was $7.4 million in Q3 2017, a decline of 17%". With other metrics rising, how could this be?

Q: Any thoughts on the weakness in Ichor? Is this a buying opportunity?

Q: Might I get your views on CHKP's earnings, guidance, and the appropriateness of the market reaction (so far)? I notice it has received several downgrades this morning.

Q: Hi 5iR, I have been thinking about starting my own small ETF with Asian e-commerce companies such as Netease (NTES), Baidu (BIDU), Alibaba (BABA), Yirendi (YRD), Baozun (BZUN), China Mobile (CHL), and Softbank Group (SFTBY). Is there an ETF already out there that would accomplish this for me?

Thanks team. Chris

Thanks Team

Q: hello 5i,
Do you think that qualcomm has hit the bottom of the litigation barrel and might prove a good turnaround candidate? How would you evaluate the threat of losing Apple?
Thanks

Q: Not to add to several Shopify questions this morning, but I assume that the Citron shorting is significant enough to affect markets. So what, if anything, is know about the volume, trigger prices and holding periods of these shorts? Would it be reasonable to think the stock will be more volatile during the period when these shorts are held, and possibly see upside trend as shorts get close to lapsing?

Q: Hello for IoT which of these two would you prefer to own or is there another you might like better? Thanks

Q: My 22 year old son is a great saver with a long term horizon. His current investments are as follows and he holds approx $3,000 - $4,000 in each name:

$40,000 in a balanced TFSA with the following stocks: BCE, CHE.UN, CPH, ECN, KXS, MRE, MAXR, NA, PTG, SHOP, TOY and WEF

$12,000 in a Cash account with: OTC, PBH and SIS

He has another $10,000 to invest in his cash account. What 2 or 3 stocks would you suggest he adds - either to increase existing holdings or to establish new positions? To make it a "teachable moment" can you please give the rationale for your suggestions.

I have been a subscriber for a year now and my portfolio has never done better. I recently renewed for a 2 year period and never make a move with any of our family's investments without checking with you first. What a FANTASTIC service. Thank you